WEALTH MANAGEMENT RESOURCES, INC. MUB Holdings History
WEALTH MANAGEMENT RESOURCES, INC.'s iShares National Muni Bond ETF Holding Summary
As of 2025-03-31, WEALTH MANAGEMENT RESOURCES, INC. held 57,107.00 shares of iShares National Muni Bond ETF(MUB), totaling $6.02 Mil. This investment constitutes 2.19% of their stock portfolio, and WEALTH MANAGEMENT RESOURCES, INC. now holds 0.02% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2021Q4. And since then WEALTH MANAGEMENT RESOURCES, INC. has made 5 purchases of MUB, at an average price of $106.14, for a total of 70,253.00 shares. In addition, there have been 4 sales at an average price of $108.14 for 13,146.00 shares. Based on historical transaction data and MUB's current price of $104.21, WEALTH MANAGEMENT RESOURCES, INC.'s estimated gain on his MUB holdings is $-83,989.26, reflecting a -1.13% gain to date.
WEALTH MANAGEMENT RESOURCES, INC. MUB ($104.21) Holding Chart
WEALTH MANAGEMENT RESOURCES, INC. MUB ($104.21) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
Top Ranked Articles
- 1